Colorado Symphony Association Verification Pending

EIN 840511458 · State CO · NTEE A690 · Latest filing 2025

Structural Deficit
Structural Deficit
Structural Deficit Market Archetype Mechanical Natural
Tier
Priority Review
Trajectory Thumbprint

Structural Deficit

What does this mean?

Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.

The Path Forward

The Truth-Teller

Forces necessary, painful cuts to preserve the core. It demands that the organization stop borrowing from its future and align its current programmatic output with actual sustainable revenue.

The Truth-Teller
The Truth-Teller
Institutional Health Scores
5-yr trend: Structural Deficit ↑
Overall
39
Score
Governance
50
Score
Financial
20
Score
Program
60
Score
Poster
Remedy Image
- Institutions
- Avg Revenue
- Risk Profile

Representative Institutions

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Institutional Epochs

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Financial Era
Governance Era
Trajectory Era
Structural Deficit

Historical Performance

Year Revenue Top Comp Comp % Rev Score Phase Label Outlook Details
2025 Hidden Hidden — — Unknown —
2024 Hidden Hidden — — Unknown —
2023 Hidden Hidden 12.1% 39 Fragile Gov Risk
2022 — — 12.0% 39 Fragile Recovery
2021 — — 18.1% 43 Fragile Recovery
2020 — — 8.9% 34 Critical Intervention Needed Recovery
2019 — — 11.1% 36 Financially Distressed Stable Watch
2018 — — 10.9% 36 Financially Distressed Recovery
2017 — — 7.3% 34 Critical Intervention Needed Decline Risk
2016 — — 5.2% 38 Financially Distressed Decline Risk
2015 — — 7.8% 40 Financially Distressed Decline Risk
2014 — — 6.7% 50 Fragile Recovery
2013 — — 9.4% 34 Critical Intervention Needed Decline Risk
2012 — — 7.4% 46 Financially Distressed Stable Watch
2011 — — 7.0% 46 Financially Distressed Stable Watch

Officer compensation history

Tax year 2026

Name Title Phone Email Compensation
PETER OUNDJIAN Board Member 2.0% of Rev
MARK CANTRELL Executive Director 1.4% of Rev
ANTHONY PIERCE Artistic Director 0.9% of Rev
COREEN MILLER Treasurer 0.8% of Rev
YUMI HWANG-WILLIAMS CONCERT MASTER 0.7% of Rev
PETER COOPER PRINCIPAL OBOE 0.6% of Rev
JUSTIN BARTELS PRINCIPAL TRUMPET 0.6% of Rev
MICHAEL THORNTON PRINCIPAL HORN 0.5% of Rev
STEVE HEARN ACTING PRINCIPAL TIMPANI 0.5% of Rev
JOHN KINZIE Board Member 0.5% of Rev
BROOK FERGUSON Board Member 0.5% of Rev
SEOYOEN MIN Board Member 0.5% of Rev
JOHN SIPHER Board Member 0.5% of Rev
CHLOE HONG Board Member 0.4% of Rev
NICK TISHERMAN Board Member 0.4% of Rev
PAUL PRIMUS Board Member 0.4% of Rev
NICK DAVIES Board Member 0.3% of Rev
KAREN KINZIE Board Member 0.3% of Rev
MARGARET HOEPPNER - MUS TRUST Board Member 0.3% of Rev
JOHN STREET Board President —
JULIE RUBSAM Board President —
DR RICHARD KRUGMAN Board President —
MARTA O'GRADY Board President —
KIP WALLEN Treasurer —
DALTON BEASLEY Board Member —
SUSAN BOWLES Board Member —
JAMES BUTLER Board Member —
MARK CHAMPOUX Board Member —
YOUNG CHO Board Member —
CHRISTOPHER COLE Board Member —
MARIA DEL RIO Board Member —
SCOTT DONIGER Board Member —
ADAM DONNER Board Member —
KAYLA DREYER Board Member —
MICHAEL FERRUFINO Board Member —
CHRISTOPHER FESTOG Board Member —
BOB FRIEDLANDER Board Member —
SCOTT HASDAY Board Member —
GRETCHEN HOLLRAH Board Member —
VESNA JEVTOVIC-TODOROVIC Board Member —
JOHN KARNS Board Member —
DAVID MACLEOD Board Member —
LYNN MCDONALD Board Member —
MIKE MCPHEE Board Member —
BILL MYERS Board Member —
BEN NELSON Board Member —
SUSAN OAKES Board Member —
DEANA PERLMUTTER Board Member —
MALIK ROBINSON Board Member —
ALAN STEIN Board Member —
LORENZO TRUJILLO Board Member —
KELLY WALTRIP Board Member —
SETH WEISBERG Board Member —
MIKE ZOELLNER Board Member —
JEROME KERN- EMERITUS Board President —
MARY ROSSICK-KERN Board President —
LEE YEINGST Board Member —
DANIEL WACHTER- CO-VICE CHAIR Executive Director —
BEN STRAWN Board Member —
BILL JOHNSON Board Member —
LT SANDVIK Board Member —

Tax year 2025

Name Title Phone Email Compensation
PETER OUNDJIAN- PRIN CONDUCTOR Board Member 1.7% of Rev
JEROME H KERN - EMERITUS Executive Director 1.3% of Rev
COREEN MILLER Treasurer 1.2% of Rev
ANTHONY PIERCE Artistic Director 1.1% of Rev
MARK CANTRELL Executive Director 1.0% of Rev
YUMI HWANG WILLIAMS CONCERT MASTER 0.7% of Rev
WILLIAM HILL PRINCIPAL TIMPANI 0.6% of Rev
PETER COOPER PRINCIPAL OBOE 0.5% of Rev
JONATHON GROSZEW ORCHESTRA PERSONNEL MANAGER 0.5% of Rev
JOHN KINZIE Board Member 0.5% of Rev
SEOYOEN MIN Board Member 0.4% of Rev
PATRICK HODGE Board Member 0.4% of Rev
CHLOE HONG Board Member 0.4% of Rev
NICK TISHERMAN Board Member 0.4% of Rev
KAREN KINZIE Board Member 0.3% of Rev
MARGARET HOEPPNER Board Member 0.3% of Rev
MARY COWELL Board Member 0.3% of Rev
MEGAN PROKES Board Member 0.3% of Rev
SUSAN BOWLES Secretary 0.2% of Rev
RICHARD KRUGMAN CO-CHAIRMAN —
JULIE RUBSAM CO-CHAIRMAN —
JAMES BUTLER Treasurer —
KIP WALLEN Treasurer —
ANTHONY ACCETTA Board Member —
MARGARET ANDERSON Board Member —
PAULA BERNSTEIN Board Member —
YOUNG CHO Board Member —
MARIA DEL RIO Board Member —
SCOTT DONIGER Board Member —
ADAM DONNER Board Member —
KAYLA DREYER Board Member —
MIKE FERRUFINO Board Member —
CHRIS FESTOG Board Member —
BOB FRIEDLANDER Board Member —
DIANE S HILL PHD Board Member —
DR VESNA JEVTOVIC-TODOROVIC Board Member —
BILL JOHNSON Board Member —
RICH KYLBERG Board Member —
LYNN MCDONALD Board Member —
MIKE MCPHEE Board Member —
STEVE MILLER Board Member —
BILL MYERS Board Member —
MARTA O'GRADY Board Member —
DEANA PERLMUTTER Board Member —
MIKE RICHARDSON Board Member —
JORGE-AYN RILEY Board Member —
MALIK ROBINSON Board Member —
LT SANDVIK Board Member —
BEN STRAWN Board Member —
JOHN STREET Board Member —
LORENZO TRUJILLO Board Member —
DANIEL WACHTER Board Member —
SETH WEISBERG Board Member —
ANDRA ZEPPELIN Board Member —
MIKE ZOELLNER Board Member —
LIZ HARTSEL Board Member —
GRETCHEN HOLLRAH EX-OFFICIO Board Member —
GINGER WHITE EX-OFFICIO Board Member —
SUSAN OAKES Board Member —
JANET WEISHEIT Board Member —
MARY ROSSICK KERN Board Member —
LEE YEINGST Board Member —

Tax year 2023

Name Title Phone Email Compensation
JEROME H KERN- CEOCO-CHAIRMAN Board President 1.4% of Rev
COREEN MILLER- CFOCOO Executive Director 0.8% of Rev
ANTHONY PIERCE Artistic Director 0.8% of Rev
YUMI HWANG-WILLIAMS- MUSICIAN Board Member 0.7% of Rev
CLAUDE SIM- MUSICIAN TRUSTEE (THRU SEP. '21)/ ASS'T CONCERTMASTER 0.6% of Rev
PETER COOPER MUSICIAN 0.6% of Rev
PARKER OWENS- CHIEF MARKETING OFFICER (THRU NOV. '21) 0.6% of Rev
WILLIAM HILL MUSICIAN 0.6% of Rev
MICHAEL THORNTON MUSICIAN 0.5% of Rev
JUSTIN BARTELS MUSICIAN 0.5% of Rev
STEVEN METCALF Board Member 0.4% of Rev
COURTNEY HERSHEY BRESS Board Member 0.4% of Rev
MICHAEL VAN WIRT Board Member 0.3% of Rev
YI ZHAO Board Member 0.3% of Rev
MATTHEW ECKENHOFF Board Member 0.3% of Rev
NICK TISHERMAN Board Member 0.3% of Rev
SUSAN BOWLES Secretary 0.3% of Rev
SUSAN PAIK Board Member 0.3% of Rev
JOHN HILTON Board Member 0.3% of Rev
MARY COWELL Board Member 0.3% of Rev
PETER OUNDJIAN PRIN CONDUCTOR Board Member 0.2% of Rev
RICHARD KYLBERG VICE CHAIRMAN (THRU OCT. '21) —
RICHARD KRUGMAN- TRUSTEE CO-CHAIRMAN —
JULIE RUBSAM- TRUSTEE CO-CHAIRMAN —
JIM BUTLER Treasurer —
LORENZO TRUJILLO Board Member —
BILL JOHNSON Board Member —
ROBERT FRIEDLANDER Board Member —
LYNN MCDONALD Board Member —
MICHAEL ZOELLNER Board Member —
MAILK ROBINSON Board Member —
MARGARET ANDERSON Board Member —
MIKE RICHARDSON Board Member —
DR PAULA P BERNSTEIN Board Member —
SANDY ELLIOTT Board Member —
AMY HARMON Board Member —
BILL MYERS Board Member —
DIANE S HILL PHD Board Member —
DEANA PERLMUTTER Board Member —
LT SANDVIK Board Member —
YOUNG CHO Board Member —
VESNA JEVTOVIC-TODOROVIC Board Member —
ANDRA ZEPPELIN Board Member —
ANTHONY ACETTA Board Member —
KAI CHIN Board Member —
JOHN STREET Board Member —
ADAM DONNER Board Member —
MICHAEL MCPHEE Board Member —
STEVE MILLER Board Member —
MICHAEL FERRUFINO Board Member —
RICH KYLBERG Board Member —
LEE YEINGST Board Member —
MARY ROSSICK KERN Board Member —
SUE PAWLIK EX-OFFICIO —
MARIA SOLEY EX-OFFICIO —
GINGER WHITE EX-OFFICIO —
SUSAN OAKES EX-OFFICIO —

Tax year 2022

Name Title Phone Email Compensation
JEROME H KERN Executive Director 1.3% of Rev
BRETT MITCHELL Board Member 1.0% of Rev
COREEN MILLER CHIEF FINANCIAL OFFICER/COO 0.7% of Rev
ANTHONY PIERCE Artistic Director 0.7% of Rev
YUMI HWANG-WILLIAMS CONCERTMASTER 0.4% of Rev
JOHN KINZIE Board Member 0.3% of Rev
STEVEN METCALF Board Member 0.3% of Rev
COURTNEY HERSHEY-BRESS Board Member 0.3% of Rev
NICK RECUBER Board Member 0.2% of Rev
MATTHEW ECKENHOFF Board Member 0.2% of Rev
NICK TISHERMAN Board Member 0.2% of Rev
MICHAEL VAN WIRT Board Member 0.2% of Rev
SUSAN BOWLES Secretary 0.2% of Rev
MARY COWELL Board Member 0.2% of Rev
RICHARD KYLBERG VICE CHAIRMAN —
JIM BUTLER Treasurer —
ANTHONY ACETTA Board Member —
MARGARET ANDERSON Board Member —
DR PAULA P BERNSTEIN Board Member —
KAI CHIN Board Member —
YOUNG CHO Board Member —
SANDY ELLIOTT Board Member —
AMY HARMON Board Member —
DIANE S HILL PHD Board Member —
VESNA JEVTOVIC-TODOROVIC Board Member —
BILL JOHNSON Board Member —
KATHLEEN JOHNSON ESQ Board Member —
RICHARD D KRUGMAN Board Member —
BILL MYERS Board Member —
DEANA PERLMUTTER Board Member —
MIKE RICHARDSON Board Member —
MAILK ROBINSON Board Member —
JULIE RUBSAM Board Member —
LT SANDVIK Board Member —
ANDRA ZEPPELIN Board Member —
HELEN RICHARDS EX-OFFICIO —
ARTHUR HODGES EX-OFFICIO —
KIP WALLEN EX-OFFICIO —
GINGER WHITE EX-OFFICIO —
MARY ROSSICK KERN Board Member —
LEE YEINGST Board Member —
Officer contact details, exact compensation figures, and active litigation are available to verified members.
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Score breakdown

Score breakdown

Financial resilience
20 / 100
weight 40%
Governance risk
50 / 100
weight 40%
Program scale
60 / 100
weight 20%
Overall
39 / 100
Priority Review

The three components combine into a single 0–100 score weighted as shown. Full methodology →

Peer comparison

Compared to 182 other orgs in CO with NTEE prefix A6.

Most-divergent component: program score sits 28 points above the peer median (60 vs. 32).

5-year trend: Structural Deficit

Persistently low financial health over 5 years despite strong programmatic output. They are borrowing from their future (or bleeding an endowment) to pay for today's programs.

What's driving this score

What would change this score

The two changes that would most improve this score:

  1. Build cash reserves to at least 3 months of operating expenses — moves financial resilience score meaningfully (~10 points).

Improving governance is a board decision. These are the levers.

Mission Rationale

Explain the programmatic or strategic context behind this flag.